See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,053,376 | $150,440+600.2% | $136,294+672.9% | $147,584+613.7% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 20.67% | 1049.08%-1028.4pp | 5155.94%-5135.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $2,582 | $5,256-50.9% | $4,695-45.0% | $4,876-47.1% |
| Participant deferral / active EE | $10,622 | $6,630+60.2% | $6,247+70.0% | $5,439+95.3% |
| Admin fee / account holder | $275 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |